ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Senior Analyst, Portfolio Analytics & Implementation at Osaic - ApplyBlast

Senior Analyst, Portfolio Analytics & Implementation

Osaic

3 days ago

2.6 on Glassdoor

Falls Church, Virginia, United States

Onsite

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Senior Analyst, Portfolio Analytics & Implementation is a key member of the Investment Operations & Analytics team, responsible for delivering high-quality portfolio analysis, investment proposal support, and portfolio implementation. This role partners with Advisors, the Investment Team, Sales, and Client Service to translate investment objectives into clear analysis, actionable recommendations, and accurate implementation instructions. The position serves as a hands-on subject matter resource for investment platforms like YCharts and Black Diamond, executing standardized workflows for portfolio reviews, proposals, and model implementation.

Responsibilities

Deliver high-quality portfolio analysis and investment proposal support
Execute standardized workflows for portfolio reviews and model implementation
Lead centralized portfolio analytics supporting advisors and firm leadership

Skills

About Osaic

osaic.com

Headquarters

Scottsdale, Arizona, United States

Company Size

1001-5000 employees

Founded

2016

View Profile

Osaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.